Course Objective

Making the most of marketing automation means using the right tools to successfully attract and keep customers; align marketing and sales processes; prime the sales pipeline with new leads; and gauge the effectiveness of your efforts in real time.

In this comprehensive one-day workshop, you work in a provided NetSuite account while studying how to set up Marketing Automation features and preferences, and then perform day-to-day tasks for creating and managing a multi-channel campaign. A case study provides context and hands-on exercises to simulate real-world tasks, showing you how to design email templates; create online lead generating forms; import leads; identify opportunities with Upsell Manager; and more.

This course is right for you if you...

Are responsible for setting up and maintaining NetSuite Marketing Automation